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CriticalRiver unifies business processes for leading pharmaceutical company

Key Highlights

  • 40% increase in user productivity
  • 30% reduction in operational costs
  • 100% data integrity
  • 25% boost in efficiency
  • Products Used

    Products Used

    Salesforce-Sales-Cloud.png
    Salesforce Sales Cloud
    FinancialForce.png
    FinancialForce
    Salesforce-Field-Service-Lightning-Icon.png
    Salesforce Lightning Experience
  • Customer Overview

    Customer Overview

    A prominent pharmaceutical company, recently involved in a major merger, required the unification of business processes across multiple regions. Their goal was to consolidate operations under a single Salesforce instance, incorporating both Sales Cloud and FinancialForce licenses.

  • Challenge

    Challenge

    Disjointed Systems and Region-Specific Process Complexities

    The pharmaceutical company faced several critical challenges following its merger:

    • Multiple Salesforce Orgs: Operations were split between US and India orgs, causing data silos and inefficiencies.
    • Region-Specific Processes: Different service models across regions made standardization difficult.
    • Manual Financial Workflows: Lack of automation in financial operations slowed down reporting and accuracy.
    • Outdated Interface: The Classic Salesforce interface hampered user experience and adoption.
    • Complex Data Migration Needs: Over 50,000 records had to be migrated securely without losing historical data.
  • Solution

    Solution

    A Unified Salesforce and FinancialForce Implementation

    CriticalRiver implemented a tailored Salesforce solution to address the client’s challenges:

    • Org Consolidation: Merged US and India Salesforce orgs into one unified platform.
    • FinancialForce Integration: Deployed FinancialForce for seamless financial operations in the US.
    • Custom Regional Workflows: Built workflows for India-specific FTE and FFS service models.
    • Lightning Upgrade: Transitioned to Salesforce Lightning for improved usability and speed.
    • Lead Lifecycle Automation: Implemented end-to-end lead management for better visibility.
    • Data Migration: Migrated 50,000+ records with 100% integrity and zero disruption.
  • Impact Delivered

    Impact Delivered

    Optimized Operations and Streamlined Cross-Regional Collaboration

    CriticalRiver’s solution resulted in several impactful business outcomes:

    • 40% Increase In user productivity through streamlined workflows
    • 30% Increase In operational costs by eliminating redundant systems
    • 100% Data Integrity Maintained across 50,000+ records
    • 25% Boost In cross-regional efficiency with a unified Salesforce platform
  • Results

    Results

    A Future of Unified Operations, Trusted Data, and Scalable Growth

    With CriticalRiver’s tailored Salesforce and FinancialForce integration, the pharmaceutical company successfully unified its regional operations and financial workflows. The Lightning-enabled interface improved user experience, while automated lead management and accurate data migration preserved critical insights. The result: reduced complexity, improved efficiency, and a scalable platform for future innovation and growth.

Key Highlights

  • 40% increase in user productivity
  • 30% reduction in operational costs
  • 100% data integrity
  • 25% boost in efficiency

Products Used

Salesforce-Sales-Cloud.png
Salesforce Sales Cloud
FinancialForce.png
FinancialForce
Salesforce-Field-Service-Lightning-Icon.png
Salesforce Lightning Experience

Customer Overview

A prominent pharmaceutical company, recently involved in a major merger, required the unification of business processes across multiple regions. Their goal was to consolidate operations under a single Salesforce instance, incorporating both Sales Cloud and FinancialForce licenses.

Challenge

Disjointed Systems and Region-Specific Process Complexities

The pharmaceutical company faced several critical challenges following its merger:

  • Multiple Salesforce Orgs: Operations were split between US and India orgs, causing data silos and inefficiencies.
  • Region-Specific Processes: Different service models across regions made standardization difficult.
  • Manual Financial Workflows: Lack of automation in financial operations slowed down reporting and accuracy.
  • Outdated Interface: The Classic Salesforce interface hampered user experience and adoption.
  • Complex Data Migration Needs: Over 50,000 records had to be migrated securely without losing historical data.

Solution

A Unified Salesforce and FinancialForce Implementation

CriticalRiver implemented a tailored Salesforce solution to address the client’s challenges:

  • Org Consolidation: Merged US and India Salesforce orgs into one unified platform.
  • FinancialForce Integration: Deployed FinancialForce for seamless financial operations in the US.
  • Custom Regional Workflows: Built workflows for India-specific FTE and FFS service models.
  • Lightning Upgrade: Transitioned to Salesforce Lightning for improved usability and speed.
  • Lead Lifecycle Automation: Implemented end-to-end lead management for better visibility.
  • Data Migration: Migrated 50,000+ records with 100% integrity and zero disruption.

Impact Delivered

Optimized Operations and Streamlined Cross-Regional Collaboration

CriticalRiver’s solution resulted in several impactful business outcomes:

  • 40% Increase In user productivity through streamlined workflows
  • 30% Increase In operational costs by eliminating redundant systems
  • 100% Data Integrity Maintained across 50,000+ records
  • 25% Boost In cross-regional efficiency with a unified Salesforce platform

Results

A Future of Unified Operations, Trusted Data, and Scalable Growth

With CriticalRiver’s tailored Salesforce and FinancialForce integration, the pharmaceutical company successfully unified its regional operations and financial workflows. The Lightning-enabled interface improved user experience, while automated lead management and accurate data migration preserved critical insights. The result: reduced complexity, improved efficiency, and a scalable platform for future innovation and growth.

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